One45 provides two easy ways to monitor which individuals have incomplete forms: the Incomplete Forms List and the Longest Overdue List.
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Both of these lists can also be used to search for specific forms. However, depending on the size of your program, these lists can be very long. If you want to narrow your search (i.e., if you have more information about the form other than it's incomplete status) you will be better off performing a Custom Form Search. |
One45 automatically generates a list of all the people who have incomplete forms (a form is considered "incomplete" if it was sent out more than 30 days ago and has not been filled out). You can use this list to determine at-a-glance which individuals are falling behind in their tasks.
To view the Incomplete Forms List:
1 Click the Sendouts tab.
2 Click the Form Search link. The Incomplete Forms List appears in the bottom left of the screen.
You can sort this list in a number of ways. To sort it alphabetically, click "name." To sort it by the roles of the individuals on the list (i.e., attending, resident etc.), click "role." To sort it by the number of incomplete forms an individual has (as in the above image), click "#forms."
Note: You can print a list of all students or attendings who have incomplete forms by clicking the"student report (excel)" or "attending report (excel)" links. The list will open in a spreadsheet format that shows how many incomplete forms each person has. From here, choose File > Print... in your web browser.
3 If you want to view a list of an individual's incomplete forms, click "view" beside their name. Alternatively, if you want to view the entire list of incomplete forms, click "view all > 1 month old".
Note: You can print a list of all residents or attendings who have incomplete forms by clicking the"resident report (excel)" or "attending report (excel)" links. The list will open in a spreadsheet format that shows how many incomplete forms each person has. From here, choose File > Print... in your web browser.
A new window appears containing the list of forms. To send an email to an individual reminding them to log into the system and complete their forms, click the "e" beside their name. If you want to remind everyone on the list, click "bulk email reminder" at the top of the new window.
One45 also generates a list of the 30 individuals with forms that have been incomplete the longest. This is another good way to monitor which individuals are falling behind in their tasks.
To view the Longest Overdue List:
1 Click the Sendouts tab.
2 Click the Form Search link. The Longest Overdue List appears in the top left of the screen.
If you want to view the entire list of people with overdue forms (i.e., not just the top 30), click "view all (sort by longest overdue)" or "view all (sort by evaluator name)," depending on how you'd like the list to be sorted. A new window will appear with the entire list.
To send an email to an individual reminding them to log into the system and complete their forms, click the "e" beside their name. If you want to remind everyone on the list, click "bulk email reminder" at the top of the new window.
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